SWP
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Sagespring Wealth Partners’s Broadcom AVGO Stock Holding History

Sagespring Wealth Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.2M Buy
90,580
+1,126
+1% +$451K 0.53% 35
2026
Q1 		$27.7M Buy
89,454
+3,036
+4% +$999K 0.5% 35
2025
Q4 		$29.9M Buy
86,418
+223
+0.3% +$79.7K 0.54% 31
2025
Q3 		$28.4M Buy
86,195
+904
+1% +$277K 0.56% 34
2025
Q2 		$23.5M Buy
85,291
+12,196
+17% +$2.65M 0.51% 37
2025
Q1 		$12.2M Buy
73,095
+6,646
+10% +$1.41M 0.31% 50
2024
Q4 		$15.4M Buy
+66,449
New +$12.3M 0.41% 40

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sagespring Wealth Partners's AVGO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $451K and bringing the position to 90,580 shares worth $34.2M. The position accounts for 0.53% of the portfolio, ranked #35.

Sagespring Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sagespring Wealth Partners held 90,580 shares of Broadcom worth $34.2M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,126 Broadcom shares in Q2 2026, an estimated $451K.
  • Broadcom made up 0.53% of Sagespring Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Sagespring Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.